Most noticeably, we are redesigning and rearranging our navigation to make it more logical and user-friendly. The new navigation bar better foregrounds those features and content that are unique to, or especially strong points for, Securities Mosaic.

What does that mean, exactly? Two things. First, assets like our Investigation and Enforcement searches, SRO materials, and SEDAR content will now be immediately visible when you land on Securities Mosaic. Second, users will have the option to see all content and features on Securities Mosaic at once, in a single view, by expanding the menu with a click:

The idea is to help you get better value from the product by seeing features and content that may not have been on your radar.

Another big change is our redesign of the old Laws, Rules, & Agency Materials search page. All the same content will now be available in two new dedicated search pages, Agencies & SROs and Laws & Regulations. (Scroll all the way to the bottom of this blog post to see screenshots.) Again, one of our goals here was to make key content more discoverable. So, for example, things like SEC Regulations, the Dodd-Frank Act, and SROs are now plainly visible in the top-level search form. Moreover, by creating dedicated search page for these two broad content areas, we can offer functionality tailored to these two broad categories of content. I’ll offer two examples.

First, we’ve added a QuickFind tool to Laws & Regulations. This is a significant enhancement in that it that makes pulling specific laws and statutes easy and intuitive. In the old search environment, you’d have to know, and accurately type in, the complete official US Code or CFR citation for a given law or rule. But most practitioners don’t use the complete citation; they use shorthand like “Regulation S-K” or “Section 16” or “Rule 10b-5”. The new QuickFind lets you search by such shorthand terms:

Second, we now allow searching by practice area topic on Agencies & SROs. This functionality is not only a new option on the search page, it’s also accessible directly from the navigation bar. Use the topic feature to limit your search to only those agencies (or SROs) and Federal Register notices relevant to the topic you choose. Of course, you can further refine in the usual ways — by keyword, date, document type, and so on.

A few other features round out this weekend’s release. We’ve created a redesigned News page that is your new Swiss army knife for anything and everything related to the Securities Mosaic News Service: accessing the latest newsletter, viewing and editing your personal news reception preferences, accessing the news archive, or simply getting an overview of what’s available to you as a subscriber.

Finally, on the Securities Mosaic home page we’ve added two new “Quick Search” shortcuts: to SEC Agency Materials (available also under Agencies & SROs), and to our new (and awesome) Insider Search.

If you have any questions or comments, please reach out to our Customer Support team at lsmsupport@lexisnexis.com or 1-888-925-8627.

]]>christopherhittLSM_nav_5.10.19LSM New Nav expandedLR QFAgencies SROs by TopicAgencies SROs screenshotLaws Regs screenshotThe recently released Insider Search page on Securities Mosaic is our most ambitious release in yearshttps://blogmosaic.knowledgemosaic.com/2018/12/11/the-recently-released-insider-search-page-on-securities-mosaic-is-our-most-ambitious-release-in-years/
Tue, 11 Dec 2018 15:30:16 +0000http://blogmosaic.knowledgemosaic.com/?p=10320Last weekend, we released a completely revamped version of our search page for Insider Filings — EDGAR Forms 3, 4, and 5. These filings, ubiquitous yet revelatory, are where company bigwigs and fat cats (a.k.a. Executives, Directors, and significant Beneficial Owners) publicly disclose their trading on the securities of that company. The new, state-of-the-art tool — a collaboration between Lexis Securities Mosaic and Intelligize — offers a dozen new search filters along with major functionality enhancements. It’s our most ambitious release in several years.

Image from publicdomainpictures.net. Some rights reserved.

You can get more specific details in our last blog post, but here is a summary of the high-level capabilities offered by the new search page. Use it to:

Track significant insider buying and selling and analyze trends, based on the criteria you specify

Identify, value, and benchmark equity compensation in the form of grants and options

Find similar transactions to locate precedent language or model disclosure to guide your own Form 4 disclosure

Identify the major stakeholders in a company or industry, either currently or historically

And who exactly might benefit from such capabilities? The answer is as diverse as the disclosure itself, and includes: